Retirement Services Associate

Five Star Solutions

. Handle inbound participant calls, emails, and voicemails, providing accurate answers to basic inquiries .

Posted 10/27/2026full-timeRemote • United StatesSeniorLead💰 $15 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates proficiency in Salesforce and Microsoft Office Suite, with strong verbal and written communication skills to effectively handle client inquiries and issues. Exhibits attention to detail and the ability to work independently or collaboratively in a fast-paced service environment.

Highest-signal resume keywords

Salesforce ProficiencyCustomer Service ExperienceStrong Communication SkillsAttention To DetailAbility To Work Independently

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SalesforceMicrosoft ExcelMicrosoft WordMicrosoft OutlookCase ManagementDocument ImagingBilling Information ManagementBenefit Distribution KnowledgeWeb-Based TrainingRecord Maintenance

Soft Skills

EmpathyReliabilityTeam CollaborationProfessionalismPunctuality

Tools & Technologies

AmplifySalesforce CRMMicrosoft Office Suite

Industry Keywords

Customer ServiceCall CenterBenefit ProgramsConfidentialityLaws And Regulations

About the role

Key responsibilities & impact

Handle inbound participant calls, emails, and voicemails, providing accurate answers to basic inquiries
Resolve client issues, concerns, and inquiries regarding benefit programs and procedures
Respond to retirement benefit payment inquiries in a fast-paced service center environment
Conduct web-based training sessions for clients as needed
Escalate client or customer issues to supervisors/managers when necessary
Use Amplify, Microsoft Word, Excel, and Salesforce to manage inquiries and transactions
Document cases accurately and thoroughly in Salesforce case management
Promote online reviews when appropriate
Create Salesforce tickets for check copies, 1099-Rs, stop/reissue of funds, and related requests
Assist with filing, record maintenance, and document imaging
Develop understanding of company operations and client needs
Participate in scheduled and ad hoc training sessions
Provide backup support for participants/account holders
Perform other duties as assigned

Requirements

What you’ll need

Must be 18 years of age
Background check required in accordance with state and federal laws
1 year of previous customer service, call center, or office experience preferred
Strong verbal and written communication skills
Comfortable working with billing and account information
Strong attention to detail
Ability to navigate multiple computer systems
Professional and empathetic approach to customer concerns
Reliable attendance and punctuality
Ability to work independently and as part of a team
Must be comfortable cross-training on other accounts
Must maintain confidentiality
Basic understanding of laws and regulations relating to employee benefits, particularly benefit distribution issues
Proficiency in Salesforce or another CRM, Microsoft Excel, Word, and Outlook
Availability from 6:00am–6:00pm MST, Monday–Friday
Must have verified secure, reliable, dedicated high-speed internet and an established dedicated work area with desk, chair, electrical outlet, and direct LAN connection

Benefits

Comp & perks

Shift differential: extra $1/hr for nights and weekends
Paid training, typically 1 week from 7:00am–4:00pm MST
Remote work
Equipment requirement/support: verified secure, reliable, dedicated high-speed internet and dedicated work area